Software Engineer Intern

Responsibilities:

Optimize CRM System Configuration– Assist in configuring and refining CRM workflows, settings, and integrations to improve functionality and efficiency.

Work with Integrations – Support API-based integrations, troubleshoot issues, and ensure seamless data flow between systems.

Support and Communicate – Collaborate with internal teams and end users to resolve configuration challenges and enhance system performance.

Create Clear Documentation – Develop and maintain technical documentation, including setup guides, best practices, and troubleshooting steps.

Collaborate Across Teams – Work closely with engineering, product, and customer success teams to implement solutions and improve CRM processes.

Analyze and Troubleshoot – Identify and resolve technical issues related to CRM configurations and integrations, ensuring reliable system performance.

You’d Be a Great Fit If You:

Have a foundational understanding of software development, debugging, and testing

Have hands-on experience with integrations, APIs, and developer tools (SDKs)

Possess a sharp analytical mindset and love solving complex problems

Are detail-oriented and take pride in accuracy and precision

Are passionate about driving customer success through technical solutions

Have an interest or background in Financial Services (a plus!)